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Nicholas Investment Partners’s LPL Financial LPLA Stock Holding History

Nicholas Investment Partners’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,039
Closed -$1.44M – 203
2023
Q3 		$1.44M Hold
6,039
– – 0.11% 142
2023
Q2 		$1.31M Sell
6,039
-2,827
-32% -$566K 0.09% 156
2023
Q1 		$1.79M Buy
8,866
+467
+6% +$107K 0.14% 142
2022
Q4 		$1.82M Hold
8,399
– – 0.16% 129
2022
Q3 		$1.83M Hold
8,399
– – 0.17% 126
2022
Q2 		$1.55M Buy
8,399
+925
+12% +$176K 0.15% 135
2022
Q1 		$1.36M Buy
7,474
+4,736
+173% +$825K 0.1% 159
2021
Q4 		$438K Hold
2,738
– – 0.03% 191
2021
Q3 		$429K Sell
2,738
-2,038
-43% -$293K 0.03% 185
2021
Q2 		$645K Sell
4,776
-1,658
-26% -$241K 0.04% 191
2021
Q1 		$915K Buy
+6,434
New +$821K 0.06% 165
2020
Q4 		– Sell
-9,271
Closed -$711K – 184
2020
Q3 		$711K Sell
9,271
-28,080
-75% -$2.23M 0.08% 148
2020
Q2 		$2.93M Buy
37,351
+25,561
+217% +$1.71M 0.62% 64
2020
Q1 		$642K Buy
11,790
+1,824
+18% +$147K 0.13% 160
2019
Q4 		$919K Buy
+9,966
New +$855K 0.1% 185

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